Filed May 11, 2020
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,391 | $93,055-0.7% | $153,643-39.9% | $80,935+14.2% |
| Participation rate | 38.3% | 69.0%-30.7pp | 77.1%-38.8pp | 67.7%-29.4pp |
| Annual return | 12.40% | 19.97%-7.6pp | 15.71%-3.3pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,039-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,992 | $5,172-42.1% | $6,754-55.7% | $4,299-30.4% |
| Admin fee / account holder | $9,187 | $8,881+3.4% | $12,739-27.9% | $6,924+32.7% |